Services

Establish and/or implement processes to manage day-to-day operations, including:

• track investments and assets

• manage grant-related processes:

  • manage grants and grants database;

  • manage Letters of Inquiry and Grant Applications;

  • write & send acceptance and declination letters

• write and assemble reports to the Board of Directors/Trustees

• respond to questions from grant applicants and inquiries from the public

• conduct and report on site visits

• monthly book-keeping

• plan Board meetings, including hotel rooms, formal dinners, invitations to guests, meeting space

• write and assemble meeting materials for distribution to the Directors/Trustees in advance of Board meetings

• Implement best practices in grants management, including: develop grant applications, forecast and track grant payments, analyze grantmaking data, and conduct site visits

• Implement a project to educate and enable foundation grantees to meet GuideStar criteria and thus increase their fund-raising capacity

• Direct and/or implement surveys, for example, of past and current grantees to gain feedback on the foundation’s processes for grantmaking; of current grantee EDs to learn about the need for professional development among grantee staff and nonprofit professionals, etc.

• Plan, oversee, and implement the process of moving a grants database from one software system to another

• Create an Operations Manual, which is the comprehensive and flexible document that contains a list of important contacts, policies, procedures, and other essential data for governing one’s foundation or nonprofit

• Implement best practices in foundation or nonprofit management, including: operations, budgets, system tools, and annual reviews

• Develop budget planning systems

• Provide support during leadership transitions or when a leader is on temporary leave; for example, assisting in the planning phase for a known leave-taking (whether temporary or permanent), stepping in as temporary leader, etc.

• Develop processes to manage contracted services including investment managers, accounting and payroll services, and grant management technology providers

• Manage the Request for Proposals process to enable the Board of Directors/Trustees to hire consultants and/or other professional services

• Move an existing bookkeeping system into QuickBooks

• Partner with the Board of Directors/Trustees to guide the foundation’s response to financial crises or market downturns

Write, edit, and proofread materials for a variety of purposes, including: blog entries, brochures, job ads, letters, reports, current bios and historical biographies, investment policy statements, mission statements, organization history, and step-by-step procedures